Name: My CPA Dashboard
Price: 49 USD
Author: CPA Organizer

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Cross-Browser Testing

Feature Management

Functional Testing

Performance Testing

Product Analytics

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Emissions Management

Payment Facilitation

Enterprise

Accounting

Accounts Payable

Accounts Receivable

Crypto Tax

Travel Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Relocation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Cloud Storage

DevOps

Fraud Detection

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Privileged Access Management

Software Components

Software Composition Analysis (SCA)

Storage as a Service (STaaS)

Time Series Databases

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Data Management

Email Marketing

Marketing Automation

Online Reputation Management

Product Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Virtualization Security

Security

Aviation

Banking

Church Management

Digital Forensics

Fleet Management

Geographic Information

Hospital Management

Insurance Claims Management

Intelligent Document Processing

Internet of Medical Things

Veterinary

eDiscovery

Vertical-Specific

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My CPA Dashboard, developed by CPA Organizer, is an online CPA management software designed to serve as a CRM solution for CPAs, accountants, bookkeepers, and tax professionals. This paperless portal aims to connect clients to their accounting professionals, facilitating communication and enhancing client satisfaction. According to the vendor, My CPA Dashboard streamlines accounting firm management, automates document workflow, and offers secure file sharing and storage solutions. This software caters to professionals in the fields of CPAs, accountants, bookkeepers, tax professionals, and the financial services industry.

## Key Features

**Bank Account Integration**: According to the vendor, My CPA Dashboard offers a bank account synchronizer that allows users to connect their bank accounts and automatically import bank statements into the software. The synchronization process occurs periodically to ensure up-to-date transactions are recorded in the system. Users can download the imported transactions in .csv and .qbs file formats, aiming to save time and reduce manual entry errors.

**Billing and Plans**: My CPA Dashboard provides a CRM solution for accountants, enabling easy billing of clients. Users can create customized subscription plans for clients, such as weekly or monthly plans, and charge one-time fees if needed. The software integrates with Stripe, a popular payment gateway, allowing users to collect payments from clients and charge fees without additional charges from the platform. Invoicing can be done within the software, and payments can be collected using Stripe, potentially eliminating the need for separate invoicing tools.

**Online Document Storage**: My CPA Dashboard offers secure online document storage, aiming to reduce the need for physical paperwork. Users can collect files from clients, store them securely in the cloud, and easily share them with the appropriate individuals. The software allows for efficient organization with custom folder creation, making it easy to locate and retrieve files. Documents can be accessed anytime and from anywhere, potentially improving productivity and reducing the risk of lost or misplaced files. The online storage also includes features like text search, quality printing, and integration with e-signature tools.

**Client Portal**: My CPA Dashboard provides a client portal that allows users to maintain a record of their clients and improve transparency and collaboration. Users can create customized document folders for each client, facilitating the organization and tracking of financial reports and documents. The portal enables communication and collaboration with clients through features like file sharing, multiple access options, and encrypted information sharing. Accountants can track the progress of their clients' work, manage cash flows, and generate progress reports, all within the client portal. The portal also includes features like custom invoice creation, payroll management, and easy navigation for both accountants and clients.

**Secure File Sharing**: My CPA Dashboard offers a secure file sharing feature that simplifies the process of sharing and collaborating on financial documents. Users can easily upload, download, and edit files within the software, potentially reducing the stress of meeting deadlines. The software allows for file sharing with multiple users through email and attachments, ensuring easy access and collaboration. All shared files are encrypted, aiming to maintain confidentiality and security. The platform also provides efficient cloud storage with unlimited uploads and downloads, potentially accommodating users' document storage needs.

**E-signature**: My CPA Dashboard includes an e-signature feature that allows users to upload and sign documents digitally. According to the vendor, users can avoid the paperwork and physical document delivery process by uploading e-signatures directly within the software. The e-signature process is said to be quick and convenient, enabling faster agreement and conclusion of tasks. The vendor claims that the feature is legally compliant and court-admissible, ensuring the authenticity and legality of the signed documents. Integrations with other systems and tools are available, potentially facilitating the connection and streamlining of the e-signature process.

Basic

Forever Free

Solo

InvoiceBerry

Single User - Unlimited Everything

Harpoon

My CPA Dashboard

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

CPA Organizer

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Reimbursement management

Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

My CPA Dashboard

Overview

What is My CPA Dashboard?